To remain compliant with the DOL fiduciary rule, you must make recommendations in the best interest of your clients. What exactly does that mean? Let us tell you during this webinar.

Join partner, Lance Sparks, and training and development manager, Dennis Mattern, Thursday, May 18 at 10:30 a.m. CDT for a detailed look at how our Retirement Income Gap Calculator can benefit your practice.

During this 30-minute webinar, we’ll explain how a needs analysis and income gap calculator can:

Recommend a specific guaranteed annuity product that meets the client’s income gap needs.

Maximize the internal rate of return by suggesting an actuarial based recommendation of:

Time of deferral.

Source of funds (qualified or non-qualified).

Payout (individual or joint).

Income level of an optimal annuity.

Search for annuities with guaranteed income levels above that of the optimal annuity, allowing the advisor to choose the product with the best income, fees and ratings combination.

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The content of this site is offered to CreativeOne producers without additional charge due to their contracted status with CreativeOne . The information provided herein is the exclusive property of CreativeOne and is protected by copyright and other intellectual property laws of the United States. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Broker-Dealer and Investment Advisor services provided by Client One Securities LLC, Member FINRA/SIPC. Client One Securities is a wholly owned subsidiary of CreativeOne.